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Independent Solutions Wealth Management, LLC: GVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on GVI, newest first. How the timeline and the estimate are built.

Independent Solutions Wealth Management, LLC held 90,932 GVI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,932 shares
    Change vs previous 13F +671 shares

    1.26% of the 13F portfolio, value $9,647,408.

    13F-HR 0001818391-26-000003 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,261 shares
    Change vs previous 13F +1,688 shares

    1.42% of the 13F portfolio, value $9,629,073.

    13F-HR 0001818391-26-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,573 shares
    Change vs previous 13F -4,365 shares

    1.75% of the 13F portfolio, value $9,508,361.

    13F-HR 0001818391-26-000001 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,938 shares
    Change vs previous 13F +161 shares

    1.77% of the 13F portfolio, value $9,985,012.

    13F-HR 0001818391-25-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 92,777 shares
    Change vs previous 13F +13 shares

    1.93% of the 13F portfolio, value $9,907,615.

    13F-HR 0001085146-25-004052 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 92,764 shares
    Change vs previous 13F +1,067 shares

    2.2% of the 13F portfolio, value $9,834,838.

    13F-HR 0001085146-25-002266 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,697 shares
    Change vs previous 13F -27,584 shares

    2.09% of the 13F portfolio, value $9,557,585.

    13F-HR 0001085146-25-000983 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 119,281 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $12,774,971.

    13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).